See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,587 | $105,860-54.1% | $90,749-46.5% | $134,475-63.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.64% | -11.01%-7.6pp | -12.16%-6.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,423 | $3,462-30.0% | $2,921-17.0% | $4,740-48.9% |
| Participant deferral / active EE | $3,618 | $5,216-30.6% | $4,564-20.7% | $6,400-43.5% |
| Admin fee / account holder | $636 | $13,938-95.4% | $8,445-92.5% | $11,426-94.4% |